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What Did I Miss While on Vacation Last Week?… Market WRAP July 20…Update-3
Update-3 JY 20...a good reversal day! Our healthcare portfolio strategy is working well even on volatile days.All major averages were up about 1.5% today and most biotechs did better.The XLV was up...
Mid-Cap Biotech Picks: Seasonal Rally Underway…Update-1
Update-1 8:45am Vacation through Friday:Asia down, Futures down over 1% on growth concerns. Technicals look toppy on ARKG and XBI. New Mid-Cap Biotech Picks Momentum indicators for tracking and...
Healthcare Portfolio Playbook On a Broad Rally Week…Update-1
Update-1 June 29 The Momentum indicators for biotech: ARKG was flat at $9310, XBI down 1.53% to $135.74. COVID Dx stocks were stronger ABT up 1.31% to $117.21, QDEL up 3.97% to $132.12. COVID...
Healthcare Portfolio Performance as of 6/18/21…Update-1
Update-1 6/22 Mixed day with a few nice moves. Vaccine stocks are up:BNTX,MRNA ,NVAX. Our Recent Mid-Cap Picks: CRISPR Therapeutics (CRSP( of 0.32%, Cryoport (CYRX) up 8.47% to $66 on Partnership...
Healthcare Portfolio Playbook-Time to Rebalance with MedTech…Update-1
Update-1 6/18 On a Risk-Off Day with Selling at Close NASDAQ down 0.92% to 14030, ARKG down 0.62%,IBB down 0.185, XBI down 0.6%, XLV down 1.14% at $123.74. iShares Medical Device ETF (IHI) down...
Biotech Movers During ASCO Week ending 6/11/21..Update-1
6/16 At close: Benign reaction from FED meeting. Maybe investors have accepted reality that low interest rates are not going to last forever and are less ebullient. Market needs a few days to digest...
Biotech Updates from ASCO Week: BMY, REGN, RHHBY…Update-2
Update 6/14 2p -EDT The ASCO Rally tailwind looks good whether you are a trader or long term investor. As we called it on May 31 we thought the timing was right to add positions to biotech stocks....
Biogen Approval Sparks Rally in Biotech Stocks…Update-1
Update-1 6/7/21 Biogen shares soar 38% to $395 handle as trading opens late in the day. Despite mixed opinions on the efficacy and cost of the drug many analysts and executives in the industry hail...
A Choppy May But Better Trades Lie Ahead for Biotech Stocks…Updates (4)
Update-4 6/4 11 a EDT Finally small cap biotechs catch a rally: among my holdings: CRSP, EDIT, PACB, VCYT . ARKG and IBB up. But large caps look better today.FDA authorizes Regeneron subcutaneous...
Biotech Stocks Cruise Through The Volatility…Update-1 Risk On
Update-1 5/27...AstraZeneca (AZN) inched up to $56.89 leading the large caps today. Moderna (MRNA) rose 2.25% to $179 level close to its 52 week high of $189. VIR was a big loser down 5.59% to...